BOARD OF TRUSTEES LOCAL 734 WELFARE & EDUCATIONAL FND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCAL 734 WELFARE & EDUCATIONAL FUND
| Measure | Date | Value |
|---|
| 2015: LOCAL 734 WELFARE & EDUCATIONAL FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 0 |
| Total of all active and inactive participants | 2015-06-01 | 0 |
| 2014: LOCAL 734 WELFARE & EDUCATIONAL FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
| Total of all active and inactive participants | 2014-06-01 | 0 |
| 2013: LOCAL 734 WELFARE & EDUCATIONAL FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
| Total of all active and inactive participants | 2013-06-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
| 2012: LOCAL 734 WELFARE & EDUCATIONAL FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
| Total of all active and inactive participants | 2012-06-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
| 2011: LOCAL 734 WELFARE & EDUCATIONAL FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 0 |
| Total of all active and inactive participants | 2011-06-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
| 2009: LOCAL 734 WELFARE & EDUCATIONAL FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 0 |
| Total of all active and inactive participants | 2009-06-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : LOCAL 734 WELFARE & EDUCATIONAL FUND 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-05-31 | $-465,693 |
| Total plan liabilities at end of year | 2016-05-31 | $0 |
| Total plan liabilities at beginning of year | 2016-05-31 | $1,800 |
| Total income from all sources | 2016-05-31 | $0 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $11,903 |
| Total plan assets at end of year | 2016-05-31 | $0 |
| Total plan assets at beginning of year | 2016-05-31 | $479,396 |
| Value of fidelity bond covering the plan | 2016-05-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2016-05-31 | $10,153 |
| Net income (gross income less expenses) | 2016-05-31 | $-11,903 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $477,596 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $1,750 |
| 2015 : LOCAL 734 WELFARE & EDUCATIONAL FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-05-31 | $1,800 |
| Total plan liabilities at beginning of year | 2015-05-31 | $3,000 |
| Total income from all sources | 2015-05-31 | $307 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $1,500 |
| Total plan assets at end of year | 2015-05-31 | $479,396 |
| Total plan assets at beginning of year | 2015-05-31 | $481,789 |
| Value of fidelity bond covering the plan | 2015-05-31 | $60,000 |
| Other income received | 2015-05-31 | $307 |
| Net income (gross income less expenses) | 2015-05-31 | $-1,193 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $477,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $478,789 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $1,500 |
| 2014 : LOCAL 734 WELFARE & EDUCATIONAL FUND 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-05-31 | $3,000 |
| Total plan liabilities at beginning of year | 2014-05-31 | $3,000 |
| Total income from all sources | 2014-05-31 | $485 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $3,525 |
| Total plan assets at end of year | 2014-05-31 | $481,789 |
| Total plan assets at beginning of year | 2014-05-31 | $484,829 |
| Value of fidelity bond covering the plan | 2014-05-31 | $60,000 |
| Other income received | 2014-05-31 | $485 |
| Net income (gross income less expenses) | 2014-05-31 | $-3,040 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $478,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $481,829 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $3,525 |
| 2013 : LOCAL 734 WELFARE & EDUCATIONAL FUND 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-05-31 | $3,000 |
| Total plan liabilities at beginning of year | 2013-05-31 | $3,000 |
| Total income from all sources | 2013-05-31 | $489 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $8,440 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $5,701 |
| Total plan assets at end of year | 2013-05-31 | $484,829 |
| Total plan assets at beginning of year | 2013-05-31 | $492,780 |
| Value of fidelity bond covering the plan | 2013-05-31 | $60,000 |
| Other income received | 2013-05-31 | $489 |
| Net income (gross income less expenses) | 2013-05-31 | $-7,951 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $481,829 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $489,780 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $2,739 |
| 2012 : LOCAL 734 WELFARE & EDUCATIONAL FUND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-05-31 | $3,000 |
| Total plan liabilities at beginning of year | 2012-05-31 | $5,000 |
| Total income from all sources | 2012-05-31 | $12,653 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $600 |
| Total plan assets at end of year | 2012-05-31 | $492,780 |
| Total plan assets at beginning of year | 2012-05-31 | $482,727 |
| Value of fidelity bond covering the plan | 2012-05-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $600 |
| Other income received | 2012-05-31 | $12,653 |
| Net income (gross income less expenses) | 2012-05-31 | $12,053 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $489,780 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $477,727 |
| 2011 : LOCAL 734 WELFARE & EDUCATIONAL FUND 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-05-31 | $5,000 |
| Total plan liabilities at beginning of year | 2011-05-31 | $61,375 |
| Total income from all sources | 2011-05-31 | $50,852 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $3,342 |
| Total plan assets at end of year | 2011-05-31 | $482,727 |
| Total plan assets at beginning of year | 2011-05-31 | $491,592 |
| Value of fidelity bond covering the plan | 2011-05-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $3,342 |
| Other income received | 2011-05-31 | $50,852 |
| Net income (gross income less expenses) | 2011-05-31 | $47,510 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $477,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $430,217 |
| 2015: LOCAL 734 WELFARE & EDUCATIONAL FUND 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Multi-employer plan |
| 2015-06-01 | Submission has been amended | No |
| 2015-06-01 | This submission is the final filing | Yes |
| 2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-06-01 | Plan is a collectively bargained plan | Yes |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LOCAL 734 WELFARE & EDUCATIONAL FUND 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Multi-employer plan |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-01 | Plan is a collectively bargained plan | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LOCAL 734 WELFARE & EDUCATIONAL FUND 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Multi-employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-01 | Plan is a collectively bargained plan | Yes |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LOCAL 734 WELFARE & EDUCATIONAL FUND 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Multi-employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LOCAL 734 WELFARE & EDUCATIONAL FUND 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Multi-employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LOCAL 734 WELFARE & EDUCATIONAL FUND 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Multi-employer plan |
| 2009-06-01 | Submission has been amended | Yes |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
